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Retirement Financial Solutions’s Belpointe PREP OZ Stock Holding History

Retirement Financial Solutions’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,304
Closed -$230K – 184
2022
Q4 		$230K Buy
+2,304
New +$219K 0.2% 27

Other funds holding OZ

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Retirement Financial Solutions's OZ Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Belpointe PREP (OZ) in Q1 2023, closing a stake of 2,304 shares — an estimated $230K sold.

Retirement Financial Solutions first reported a position in OZ in Q4 2022 and held it in 1 quarter. The position peaked at $230K in Q4 2022. 43 funds tracked by Wall St. Rank hold OZ as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Belpointe PREP position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 2,304 Belpointe PREP shares in Q1 2023, an estimated $230K.
  • Retirement Financial Solutions first reported a position in Belpointe PREP in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Belpointe PREP position peaked at $230K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Belpointe PREP as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.